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What I heard on the ground floor from various system integrators, components manufacturers, and other companies, is memory supply has been tied up for all of 2026, and that shortages could last as long as until 2031.
Sure it's scuttlebutt but wouldn't surprise me as being true.
Memory that doesn't exist yet has been bought with money that may never exist to supply datacentres that haven't been built to serve demand that isn't there.
Memory that doesn't exist yet has been bought with money that may never exist to supply datacentres that haven't been built to serve demand that isn't there.